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Gaona Aero Material Co (300034) Fair Value & Analysis

Industrials · CN · Market cap 14.2B CNY

Price¥18.56
Fair Value¥3.46
Upside-81.4%
Quality82/100
Evidence: Medium Range ¥1.98 – ¥4.68

Fair value as of: Jun 24, 2026

Analysis

Gaona Aero Material Co (300034) currently trades at ¥18.56, while our model-based Fair Value estimate is ¥3.46 — implying the stock looks roughly 81.4% overvalued today. We read business quality at 82/100 (high quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).

About the company

Gaona Aero Material Co.,Ltd. engages in the research, development, production, and sale of high-end metal materials in China and internationally. The company offers metal raw materials, such as casting high-temperature alloy master alloy, titanium alloy master ingot; high temperature alloy powder; and high-temperature alloy plates, rods, wires, strips, and tubes. It also provides precision casting products, including high-temperature alloy precision casting, lightweight alloy precision casting, and bialloy casting; forged disc rings products; powder metallurgy products; and precision machining of disc and ring forgings. In addition, the company offers new manufacturing products comprising high-temperature wear-resistant blocks for turbine blade crowns; MCrAlY series coating targets for blade thermal protection coating; Ni3Al-based compound products; oxide dispersion enhanced series products; and stellite alloy products. Its products are used in the aviation, aerospace, ships, nuclea…

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Frequently asked questions

Is Gaona Aero Material Co (300034) undervalued?
As of Jun 24, 2026, our model estimates a fair value of ¥3.46 versus a price of ¥18.56 — about −81% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 300034?
Our 21-model fair value for Gaona Aero Material Co is ¥3.46 (as of Jun 24, 2026), built from audited fundamentals. The current price is ¥18.56.
What is the quality score of 300034?
Gaona Aero Material Co has a Quality Score of 82/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.